Wealth Strategy Advisor – Priority Coverage

Abu Dhabi Islamic Bank PJSC; Dubai; On-site; AED 300,000 - 420,000; Full time

Job summary

Abu Dhabi Islamic Bank PJSC is seeking an Investment Advisor for Wealth & Priority Coverage Advisory in Dubai. The role collaborates with Relationship Managers across Priority coverage to ensure suitability of investment products and regular portfolio reviews, offering rebalancing recommendations aligned with risk and horizons.

The advisor acts as a subject matter expert to support investment solutions, deliver market insights, and position the bank as a thought leader while ensuring regulatory

Qualifications

• In-depth knowledge of investment products, financial markets, and wealth management strategies.
• Excellent communication and presentation skills to engage with clients and senior stakeholders.
• Ability to analyze and interpret complex financial data and market trends.
• Familiarity with regulatory requirements in wealth management and compliance standards.
• Bachelor's degree in Finance, Business, Economics, or related field.
• 3–5 years of experience in wealth management, financial advisory, or portfolio management.

Responsibilities

• Oversee and review client investment portfolios, ensuring periodic reviews align with risk profiles and objectives.
• Provide guidance on wealth products, asset allocation, and investment strategies for front line teams across Priority coverage.
• Recommend portfolio rebalancing strategies to keep portfolios aligned with goals and market conditions.
• Advise Relationship Managers on investment opportunities and portfolio adjustments based on market conditions.
• Support onboarding of NTW clients to grow UHNW and HNW portfolios.
• Contribute to Wealth Management revenue through appropriate fee generation.
• Monitor governance standards and compliance with advisory policies.

Skills

Investment knowledge

Communication skills

Data analysis

Regulatory knowledge

Discretionary PM

Education

Bachelor's degree in Finance

Job description

Abu Dhabi Islamic Bank PJSC is seeking an Investment Advisor for Wealth & Priority Coverage Advisory in Dubai. The role collaborates with Relationship Managers across Priority coverage to ensure suitability of investment products and regular portfolio reviews, offering rebalancing recommendations aligned with risk and horizons.

The advisor acts as a subject matter expert to support investment solutions, deliver market insights, and position the bank as a thought leader while ensuring regulatory